The import tool will help you add contacts to FluentCRM from various third-party plugins. During the import process, you can also auto-update the properties of already existing contact at once. Things to know before importing the contacts First Step Go to the FluentCRM dashboard and choose the Contacts tab from the top and then click…
FluentCRM offers its users to import contacts from numerous sources and ways to import them. There are 3 types of contact importing processes in FluentCRM which are from the CSV file, WordPress users list from the core and other plugins, and 3rd party or Other CRM services. Importing Contacts from CSV File The CSV import…
FluentCRM is a powerful email marketing & automation application that enables its users to market through emails, run automation based on various triggers, and perform different actions. To do this, FluentCRM admins may need to segment the contacts to identify the contacts later while filtering them out and performing bulk actions, selecting them in the…
FluentCRM offers several Primary Triggers that let you start an automation funnel based on your user’s behavior. Besides primary triggers, there are plenty of other Triggers available in FluentCRM that you can use to create automation funnels for automating your workflows according to your requirements. This article will provide detailed information about all Primary Triggers…
Email Marketing & Automation in WordPress is sending automated emails based on your audience’s behavior and automating various tasks inside the WordPress website that are initiated upon different activities and triggers. It lets you turn your leads into customers and customers into brand advocates who’ll rave about you whenever they can! Email Marketing Automation is…
Trick or treat? Tools or tips? Yes, it’s that time of the year again! Halloween is just a few weeks away, and for millions of people, it is time to get festive with spooky costumes, buckets of candies, Jack-o’-Lanterns, scary stories, and haunted houses. For email marketers, it’s an opportunity to conduct a wickedly festive…
A lead generation WordPress theme can be a good and simple solution for businesses that want to develop fresh ideas and collect leads regularly. But picking one among thousands of themes is never easy, right? Don’t worry! We’ve prepared a list of powerful lead generation WordPress themes by analyzing all must-have aspects. Continue reading to…
The most important use of the FluentCRM is to use the Automated Actions based on some triggers that happen on the WordPress Website. FluentCRM specializes in such automation triggering various incidents and then taking action upon user conditions and requirements. This article will guide you through the process of creating new automations and the editor…
FluentCRM allows you to Export and Import any specific Automation in JSON format. This article will guide you through exporting and importing your Automations in FluentCRM. Exporting Automations First, go to the Automations section from the FluentCRM Navbar, click the Three-dot-icon of your desired automation, and press the Export button. And, your chosen Automation will…
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